Private Wealth Sales Role - Private Banking

Function / Department / Vertical: MBA /Post Graduate

1. BASIC ROLE INFORMATION:

Private Wealth

Educational Qualifications:

- Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.

- Handle the clients' investment portfolio; the core thrust is on asset allocation and managing complete family wealth.

- To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.

2. RESPONSIBILITIES & TASKS: ( Key Responsibilities & tasks carried out by the Position in line with Job Objective )

- Understand in detail clients investment needs & create a long term Asset Allocation plan.

- Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

- Managing team and client relationships and generating AUM from preferred clients.

- Private Wealth Sales

- Private Banker

Experience:

CORE SKILLS & EXPERIENCE REQUIREMENTS ( to help HR meet your Recruitment needs better ):

- Displays ability to think out of the box. Solution provider.

- Strong analytical skills and ability to work in teams.

- Complete understanding in Equities (must), MF, tax planning, financial planning, profiling, fixed income and exotic structures.

- Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.

PERSONAL CHARACTERISTICS:

- Communication skills - organizes thoughts logically and articulates them clearly and concisely

- Drive For Results/ Business Acumen Focus

Skills & Experience: Experience of advising clients across asset classes.